AI Spending Spooks the Market
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, July 23, 2026
Featuring:
1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed's cultural change and what it means for the direction of markets.
2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla's and IBM's misses.
3) Daragh Maher, Senior FX Strategist & Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call.
4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise.
See omnystudio.com/listener for privacy information.
More description
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, July 23, 2026
Featuring:
1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, talks about the Fed's cultural change and what it means for the direction of markets.
2) Matt Bloxham, Senior Analyst at Bloomberg Intelligence, covers a slew of tech news, including Google AI spending and Tesla's and IBM's misses.
3) Daragh Maher, Senior FX Strategist & Head of Digital Assets Research at HSBC, talks dollar strength and his digital assets call.
4) Julia Coronado, President/Founder of Macropolicy Perspectives, talks about the Fed speak reversal and economic data noise.
See omnystudio.com/listener for privacy information.
Listen elsewhere
Available Results
Generated results are saved to your library for reuse and search.
Choose Template
Pick the result you want. You can review provider and model before generating.
A concise first-pass summary for understanding the episode quickly.
Quick Summary
Output: One-paragraph overview, Key takeaways, Best parts
Sign in, connect a provider, then generate the selected result.
Sign inA structured reusable extraction of ideas, methods, caveats, resources, claims, and quotes.
Deep Knowledge Extract
Output: Big ideas, Methods and frameworks, Resources
Sign in, connect a provider, then generate the selected result.
Sign inBusiness opportunities, strategy insights, and company-building lessons.
Business Ideas
Output: Strategic insights, Business opportunities, Frameworks and models
Sign in, connect a provider, then generate the selected result.
Sign inExplicit actions, next steps, habits, recommendations, and things to avoid.
Action Items
Output: Explicit actions mentioned, Suggested next steps, Things to avoid
Sign in, connect a provider, then generate the selected result.
Sign inRepeatable methods, frameworks, mental models, processes, and systems.
Methods & Frameworks
Output: Methods, Frameworks, Systems and workflows
Sign in, connect a provider, then generate the selected result.
Sign inConcrete books, tools, apps, websites, products, papers, people, and organizations.
Resources Mentioned
Output: Books, Tools and apps, Websites and platforms
Sign in, connect a provider, then generate the selected result.
Sign inA concise first-pass summary for understanding the episode quickly.
Quick Summary
Output: One-paragraph overview, Key takeaways, Best parts
Sign in, connect a provider, then generate the selected result.
Sign inA detailed readable summary organized by chapter or topic.
Deep Summary
Output: Episode meta, Detailed summary, Key arguments
Sign in, connect a provider, then generate the selected result.
Sign inReusable atomic knowledge units extracted from the episode.
Knowledge Blocks
Output: Concept, Explanation, Why it matters
Sign in, connect a provider, then generate the selected result.
Sign inA navigable map of subjects, topic flow, and suggested chapters.
Topic Map
Output: Main topics, Topic flow, Suggested chapters
Sign in, connect a provider, then generate the selected result.
Sign inA concise first-pass summary for understanding the episode quickly.
Quick Summary
Output: One-paragraph overview, Key takeaways, Best parts
Sign in, connect a provider, then generate the selected result.
Sign inA detailed readable summary organized by chapter or topic.
Deep Summary
Output: Episode meta, Detailed summary, Key arguments
Sign in, connect a provider, then generate the selected result.
Sign inReusable atomic knowledge units extracted from the episode.
Knowledge Blocks
Output: Concept, Explanation, Why it matters
Sign in, connect a provider, then generate the selected result.
Sign inA navigable map of subjects, topic flow, and suggested chapters.
Topic Map
Output: Main topics, Topic flow, Suggested chapters
Sign in, connect a provider, then generate the selected result.
Sign inHealth, fitness, recovery, nutrition, supplement, and wellness advice or claims.
Health Tips
Output: Practical tips mentioned, Health claims, Warnings and limitations
Sign in, connect a provider, then generate the selected result.
Sign inBusiness opportunities, strategy insights, and company-building lessons.
Business Ideas
Output: Strategic insights, Business opportunities, Frameworks and models
Sign in, connect a provider, then generate the selected result.
Sign inBooks and learning resources mentioned in the episode.
Book Recommendations
Output: Books mentioned, Reading themes, Other learning resources
Sign in, connect a provider, then generate the selected result.
Sign inRepeatable methods, frameworks, mental models, processes, and systems.
Methods & Frameworks
Output: Methods, Frameworks, Systems and workflows
Sign in, connect a provider, then generate the selected result.
Sign inRisks, warnings, limitations, trade-offs, weak evidence, and uncertainties.
Risks and Caveats
Output: Warnings, Limitations, Trade-offs
Sign in, connect a provider, then generate the selected result.
Sign inExplicit actions, next steps, habits, recommendations, and things to avoid.
Action Items
Output: Explicit actions mentioned, Suggested next steps, Things to avoid
Sign in, connect a provider, then generate the selected result.
Sign inMemorable quotes and important claims with source context.
Quotes and Claims
Output: Notable quotes, Important claims, Claims worth verifying
Sign in, connect a provider, then generate the selected result.
Sign inConcrete books, tools, apps, websites, products, papers, people, and organizations.
Resources Mentioned
Output: Books, Tools and apps, Websites and platforms
Sign in, connect a provider, then generate the selected result.
Sign inA structured reusable extraction of ideas, methods, caveats, resources, claims, and quotes.
Deep Knowledge Extract
Output: Big ideas, Methods and frameworks, Resources
Sign in, connect a provider, then generate the selected result.
Sign in